OFC FINANCIAL PLANNING, LLC

Q3 2026 13F-HR Holdings

Location
Short Hills, NJ
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$116,397
Net value change ($000)
+3,818 (3.4%)
New positions
1
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,590 14.9%
VOO 619 3.6%
MSFT 574 36.9%
CRWD 222 NEW
COWZ 204 10.7%
PTLC 178 4.2%
PLTR 175 59.1%
IVV 156 2.3%
NVDA 120 13.8%
NUE 83 5.0%
Top Reduces (Value $000, Stocks/ETFs)
CAT -431 -23.9%
IBM -241 -100.0%
TIP -201 -100.0%
PWR -187 -10.8%
VBR -144 -7.3%
C -143 -11.2%
ICSH -117 -4.2%
VB -113 -5.2%
VST -104 -12.7%
IWM -91 -8.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type